Fusion Feedback - a pre-release preview

Fusion Feedback – Pre-release

PreviewA feedback solution for

Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM 2013

Fusion Software Ltd

What is Fusion Feedback?

• Built on top of the popular survey solution for

Dynamics CRM, Mojo Surveys

• Converts generic survey responses into strongly

typed feedback entities in CRM

• Provides a framework for processing and

communicating feedback throughout the

organization and back to the respondent

fusionsoftware.com/mojosurveys

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Promote generic survey response data into first class, strongly typed data in CRM


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• Survey automatically generates a feedback entity in CRM

• Feedback entity contains fields for each question/answer

Many feedbacks generated from a single survey


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}}

} Case Feedback Entity Record

User Feedback Entity Record

ProductFeedbackEntity Record

Many feedbacks generated from a single survey - benefits


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• Only the relevant data is stored against the entity• Easily viewable from the related entity• Display a chart on the related entity for feedback

Multiple Surveys Store Results In A Common Feedback Record


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• English Survey• French Survey• Italian Survey

• Annual Survey• Quarterly Survey• Ad hoc Survey

}

}Each survey response creates a common feedback entity record to make analysis easier

fusionsoftware.com/mojosurveys 7

Multiple Surveys Store Results In A Common Feedback Record - benefits

• Only relevant feedback stored directly against the CRM entity, for example user, product, or case

• Feedback can be added from multiple sources: survey, telephone, postal, social media

• Enables organizations to focus on the feedback and what happens, rather than survey data


Feedback entities play nicely with Dynamics CRM

• Question fields have meaningful names not generic columns

• Single response questions generate numeric and OptionSet fields


Feedback entities play nicely with Dynamics CRM – so what?• Easier to use the feedback entities with• Workflows• Advanced Find• Views• Charts• Reports• …

• Feedback becomes much more actionable and accessible


Exporting of Data

• Each Feedback entity is generated with multiple views including an export view to make it easy to export to Excel


Starter Feedback Charts and Dashboards – Overview Dashboard


Starter Feedback Charts and Dashboards – By Related Entity


Starter Feedback Charts and Dashboards – By Action


Feedback Processes

• Take actions based on responses. i.e. escalate if respondent said ‘Yes’ to be contacted again AND ‘unsatisfied’• Auto email responses OR require the CRM user to

respond• Escalation process to User’s Manager• Post feedback to Activity Feeds / Yammer• Add to queues• Convert feedback to case / case to feedback

What’s Next?

• CRM 2013 conversion and feature

utilization (in progress)

• Text analysis

• Your request?


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Why Fusion Feedback?

• Improves actionability and accessibility of

Feedback data in Microsoft Dynamics CRM 2011

• Improves feedback processes and ensures

feedback is delivered where and when it

matters

• Release date to be confirmed


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Contact us for a chat or a demo

• fusionsoftware.com

• [email protected]


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mailto:[email protected]

Technology

Fusion Feedback - a pre-release preview